How big is Blind Squirrel Entertainment I's plan?

Blind Squirrel Entertainment I's plan reported $5.1M in assets and 73 participants for 2024.

Original filing (PDF)20251007161717NAL0002819123001

Blind Squirrel Entertainment I

Name: Blind Squirrel Entertainment I — Blind Squirrel, Form 5500 (2024)
Creator: Blind Squirrel Entertainment I
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blind Squirrel Entertainment I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Blind Squirrel Entertainment I's Blind Squirrel Entertainment I 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 73 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

227

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Steven Sardegna signed Blind Squirrel Entertainment I's 2024 Form 5500 as plan administrator.

Steven Sardegna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blind Squirrel Entertainment I's EIN is 81-0913113.

EIN 81-0913113

Plan number 001

Plan year 2024

ACK ID 20251007161717NAL0002819123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blind Squirrel Entertainment I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blind Squirrel Entertainment I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLIND SQUIRREL ENTERTAINMENT I.

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BLIND SQUIRREL ENTERTAINMENT I

EIN

all filings

Address

320 COMMERCE STE 250 · IRVINE, CA · 926021391

Phone

(714) 460-0873

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES, INC.	59-1199408	ST. PETERSBURG, FL	ADVISOR	$26K	—

Investments

23 direct securities· $5.0M(99% of reported assets)

Other securities

$3.9M

14 holdings

Common Collective Trusts

$877K

4 holdings

Mutual Funds

$175K

3 holdings

Bonds / Notes

$34K

1 holding

Cash / Money Market

$12K

1 holding

					% of plan
JPMorgan SmartRetirement 2050 Fund Class R6 Mutual Fund	Other securities	—	—	$633K	12.5%
JPMorgan SmartRetirement 2040 Fund Class R6 Mutual Fund	Other securities	—	—	$616K	12.2%
Vanguard Large Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$600K	11.9%
JPMorgan SmartRetirement 2045 Fund Class R6 Mutual Fund	Other securities	—	—	$595K	11.8%
JPMorgan SmartRetirement 2055 Fund Class R6 Mutual Fund	Other securities	—	—	$574K	11.3%
JPMorgan SmartRetirement 2030 Fund Class R6 Mutual Fund	Other securities	—	—	$481K	9.5%
JPMorgan SmartRetirement 2035 Fund Class R6 Mutual Fund	Other securities	—	—	$371K	7.3%
JPMorgan SmartRetirement 2060 Fund Class R6 Mutual Fund	Other securities	—	—	$283K	5.6%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$177K	3.5%
Vanguard Small Cap Index Mutual Fund	Mutual Funds	—	—	$154K	3.0%
Voya Large-Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$111K	2.2%
JPMorgan SmartRetirement 2025 Fund Class R6 Mutual Fund	Other securities	—	—	$95K	1.9%
Vanguard FTSE All-World ex-US Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$63K	1.2%
Macquarie Small Cap CORE Fund Class R6 Mutual Fund	Other securities	—	—	$58K	1.1%
Carillon Scout Mid Cap Fund Class R-6 Mutual Fund	Other securities	—	—	$40K	0.8%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$38K	0.7%
JPMorgan SmartRetirement 2065 Fund Class R6 Mutual Fund	Other securities	—	—	$38K	0.7%
Notes receivable from participants 9.00%	Bonds / Notes	—	—	$34K	0.7%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$26K	0.5%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$20K	0.4%
JPMorgan SmartRetirement Income Fund Class R6 Mutual Fund	Other securities	—	—	$15K	0.3%
Federated Hermes U.S. Treasury Cash Reserves Premier Money Market Fund	Cash / Money Market	—	—	$12K	0.2%
Dodge & Cox Income Fund Class X Mutual Fund	Mutual Funds	—	—	$1K	<0.1%